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Oct 1, 2012
10/12
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so we need to see a lot of changes in the regulatory environment to allow that to happen. in the meantime, we did see a lot of consolidation continue to happen within regions like latin america, like north america, like europe. and asia is a bit more difficult because you didn't have common market like you do in europe. joint ventures and partnerships, so some benefits can be realbut still doesn't really allow for that. >> it's not the same as doing the full monty. brendan, thanks for that. good to see you. just a quick programming note. tomorrow we will bring you a first on cnbc in an interview with the director general, he will be joining us on cnbc. i'm not sure if he's on "worldwide exchange." anyway, on the agenda in asia tomorrow, australia central bank is holding its policy meeting, widely expected to cut rates, but analysts are pretty divide order whether they'll pull the trigger tomorrow. retail sales figures, also. still to come, the mining boom in mongolia has fueled one of the fastest growth rates. more in our trade links special next. bob... oh, hey alex. just
so we need to see a lot of changes in the regulatory environment to allow that to happen. in the meantime, we did see a lot of consolidation continue to happen within regions like latin america, like north america, like europe. and asia is a bit more difficult because you didn't have common market like you do in europe. joint ventures and partnerships, so some benefits can be realbut still doesn't really allow for that. >> it's not the same as doing the full monty. brendan, thanks for...
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Sep 27, 2012
09/12
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until it does, this kind of environment is likely to dominate. aussie dollar just below the 1.04 level as we look at reaction in china. >> over to the automakers now. ford staying off staff in europe, while fiat and vw say any recovery is somewhat off. automakers are gathering in paris to unveil their latest models. so what are brands doing to try to increase sales? we caught up with the ceo of audi asking him about the brand new hatch back trying to lure younger drivers. >> the younger generation is the best symbol because they are always connected between each other. so we tried it on come up with the story with wi-fi hot spots in the car, with twitter apface books in the car, whereby with voice recognition you can receive your e-mail. and i think this is what young people want to hear and see. if you're stuck in traffic, you make your time useful. and this is important. >> this is terrifying. >> i'm not sure, but if you're drive along and you're looking at facebook or tweeting, i'm pretty sure at the very minimum you'll get points. if you driv
until it does, this kind of environment is likely to dominate. aussie dollar just below the 1.04 level as we look at reaction in china. >> over to the automakers now. ford staying off staff in europe, while fiat and vw say any recovery is somewhat off. automakers are gathering in paris to unveil their latest models. so what are brands doing to try to increase sales? we caught up with the ceo of audi asking him about the brand new hatch back trying to lure younger drivers. >> the...
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Oct 3, 2012
10/12
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the environment has also swung back a little bit towards the old hey day. does that mean the approach by private equity firms is also changing back to the more traditional mcdonald snell. >> no, i don't think so. i think the model is permanently changed. you can't buy cheap gear highly and sell deer anymore. they produce better performance, improve profits, expand the geographies that they work in and so on. so i think the model is permanently changed. the odd example of maybe pure engineering. i think fundamentally it's now about being good stewards of the businesses and improving them while you own them. >> appreciate your time. thank you so much for stopping by. >>> the european banking authority will publish its final report on banks' implementation of capital plans at 1,700 cet today. this follows s a 2011 recommendation to restore market confidence. it will be published after the european markets close. joining us now is the head of the european interest rates strategy at barclays. nice to have you onboard with us today. this has been an ongoing theme
the environment has also swung back a little bit towards the old hey day. does that mean the approach by private equity firms is also changing back to the more traditional mcdonald snell. >> no, i don't think so. i think the model is permanently changed. you can't buy cheap gear highly and sell deer anymore. they produce better performance, improve profits, expand the geographies that they work in and so on. so i think the model is permanently changed. the odd example of maybe pure...
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Sep 26, 2012
09/12
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pressure now and some key business decisions being made as a result of the uncertainty in the macro environment. >> the dow up 10%. the s&p 500 up nearly 500. nasdaq up nearly 20%. the dax up 25. pretty nice gains. at the beginning of the year, you would have taken all of those for the year, right? >> certainly. the reason being, actually stocks and corporates are generally in this economic crisis that we're seeing around the western world are the safe haven. you don't want exposure to governments. you don't want exposure to consumers. the corporates can manage their cost base. they can move where the demand is much more freely than say consumers can and governments can. so at the moment, money's got to go somewhere and it's hard to get too bearish on equities, given the yields and actually how demand is holding up for these organizations. >> that's what you were talking about, where else that money might go. so look, for example, at corporate credit where we've seen such an inflow into high yield. we've seen high yield returning in the range of 17% this year. so if you look into next year when
pressure now and some key business decisions being made as a result of the uncertainty in the macro environment. >> the dow up 10%. the s&p 500 up nearly 500. nasdaq up nearly 20%. the dax up 25. pretty nice gains. at the beginning of the year, you would have taken all of those for the year, right? >> certainly. the reason being, actually stocks and corporates are generally in this economic crisis that we're seeing around the western world are the safe haven. you don't want...
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Sep 28, 2012
09/12
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stock picking environment. >> is it a stock pickers market? that rant really been the case. >> playing the indices. >> spanish ten year tells you what will happen, but do you think that's still the opportunity to identify strong be investments? >> if you're looking at cross sectional volatility, you're seeing correlations coming down. so you can asset allocate. so there are differences between names, balance sheets. if you look in europe, there are great companies in europe. selling at a significant discount on the continent. >> you've jeust been in spain ad we're waiting to see how much more money they have to pump into the banks. what's your takeaway from that trip in terms of how it influences your thoughts? >> i was in the south end, remarkably peaceful. the demonstrations that were in madrid, i did not see in the south. but there's a real sea change now in europe and you can feel that in spain, as well. they know they're moving into something good. so i think it will be very, very interesting how that will roll out. >> steve, thanks for t
stock picking environment. >> is it a stock pickers market? that rant really been the case. >> playing the indices. >> spanish ten year tells you what will happen, but do you think that's still the opportunity to identify strong be investments? >> if you're looking at cross sectional volatility, you're seeing correlations coming down. so you can asset allocate. so there are differences between names, balance sheets. if you look in europe, there are great companies in...